
India’s smartphone manufacturing push under the production-linked incentive (PLI) scheme has delivered a major milestone, with iPhone exports emerging as the single largest contributor to the country’s electronics exports, as per news reports.
Apple’s decision to expand its manufacturing footprint beyond China has significantly reshaped India’s role in global supply chains.
Apple Inc, through its Indian manufacturing partners, has exported iPhones worth more than $50 billion up to December 2025 since joining the smartphone PLI programme in FY22.
With 3 months still remaining in the 5-year incentive window, the export figure is expected to rise further.
It is reported that iPhone exports in the 1st 9 months of FY26 alone were close to $16 billion, pushing cumulative shipments past the $50 billion mark during the PLI tenure.
While Apple had exported limited volumes earlier, the real acceleration came after it relocated a large part of its supplier ecosystem to India.
At present, 5 factories manufacture iPhones in India, three operated by Tata Group entities and two by Foxconn. These anchor a wider supply chain of around 45 companies, including a significant number of MSMEs supplying components for both domestic assembly and global exports.
Driven largely by iPhone shipments, smartphones accounted for nearly 75% of India’s total mobile phone exports and emerged as the country’s top export category in FY25, a sharp rise from their 167th rank a decade ago.
Samsung Electronics, Apple’s closest global rival, exported nearly $17 billion worth of mobile phones from India during its applicable PLI period between FY21 and FY25.
Samsung exited the scheme earlier than others after meeting its production targets in the first year, supported by its existing manufacturing base in the country.
Apple and other manufacturers initially struggled to meet PLI thresholds due to the pandemic and supply disruptions, prompting the government to extend the scheme by a year.
Companies were allowed to claim incentives for any five consecutive years within the 6-year framework, enabling Apple vendors to continue under FY22–FY26.
Read More: Apple’s India iPhone Exports Hit Record $2 Billion in November!
Crossing $50 billion in exports marks a defining moment for India’s electronics manufacturing ambitions. With Apple deepening its supplier base and component manufacturing gaining momentum, India is increasingly positioning itself as a global production hub not just for finished devices, but also for high-value components serving worldwide markets.
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Published on: Jan 5, 2026, 1:23 PM IST

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